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2
Posted on 11/18/21 at 8:50 am to el Gaucho
I’m trying to dig more into this Soren guy. Doesn’t seem to have much of a track record outside of Hong Kong.
This firm started in Austin with $25mm in 2018. So I’m gonna call his bluff. But I’ll say his data looks organized so SLI needs to respond at the very least.
This firm started in Austin with $25mm in 2018. So I’m gonna call his bluff. But I’ll say his data looks organized so SLI needs to respond at the very least.
Posted on 11/18/21 at 8:55 am to SwampCollie
Like i said, I only have a limited amount of money to move around. So I can ride in the noise or I can move it elsewhere for the time being and make money on it
Posted on 11/18/21 at 8:56 am to Who_Dat_Tiger
quote:
Does that mean don’t buy the dip?!
No but it's guaranteed if these guys are experienced short sellers that they are buying their shares back on this massive dump and they'll move on to something else
Posted on 11/18/21 at 8:59 am to Shepherd88
I heard mintaks response to this was delayed until next quarter
Posted on 11/18/21 at 9:00 am to GeneralLee
Wasnt this exact plant running in canada, using the brine from Arkansas? What changed?
Posted on 11/18/21 at 9:03 am to PotatoChip
In for 550 @ 8.94
Posted on 11/18/21 at 9:03 am to Elusiveporpi
Why would these guys announce they are short if they were making money being short? If you believe in your short, a temporary run up in price provides you more of a money making opportunity, right?
The most logical thing that comes to mind for me is: (1) they have been short and were getting scorched so are trying to create a panic and drive the price down or (2) they just took a short position and are trying to drive the price down.
The most logical thing that comes to mind for me is: (1) they have been short and were getting scorched so are trying to create a panic and drive the price down or (2) they just took a short position and are trying to drive the price down.
Posted on 11/18/21 at 9:03 am to Fe_Mike
I did go to the state website and it does show 44 lbs of lithium carbonate in q4 2020 and 22lbs in q2 2021
Posted on 11/18/21 at 9:04 am to el Gaucho
Posted on 11/18/21 at 9:04 am to PotatoChip
Posted on 11/18/21 at 9:05 am to wutangfinancial
Agree. If they announced this today they were already short at higher levels and have probably bought back on this dump. Short sellers with experience that announce are dump and buy. They’ve made their money here. Nice work by them. The company should respond to prevent a frenzy, but a sparring match with shorts doesn’t always work out well for inexperienced management that doesn’t do well with PR (see Nikola). A response providing a timeline on JV and assuring shareholders nothing has changed fundamentally will probably be all they need/should do.
Posted on 11/18/21 at 9:06 am to el Gaucho
quote:
Idk if y’all read the blue orca thing but slis recovery rate is only 13%? Is that true?
That’s what I’m checking right now.
As I said, I have serious doubts about this number.
Posted on 11/18/21 at 9:06 am to el Gaucho
According to the comments in SA. It looks like this guy is somehow connected to the Soros Hedge Fund. He shorted HYZN motors and Soros loaded up on it with 900k shares for it to come sky rocketing back.
Posted on 11/18/21 at 9:09 am to Putty
quote:
Why would these guys announce they are short if they were making money being short? If you believe in your short, a temporary run up in price provides you more of a money making opportunity, right? The most logical thing that comes to mind for me is: (1) they have been short and were getting scorched
They announce to create pressure in selling. They are also going up against a company that is terrible in PR. They almost certainly have already made money prior to this announcement, meaning they were short above $10, likely $11 or even $12, and just wanted to maximize this before moving on.
It’s possible they announced to maximize profit in this play and to free up liquidity/capital to move to another short position they think will be profitable. There are plenty running hot now that are better opportunities to short than SLI.
Posted on 11/18/21 at 9:12 am to GeneralLee
quote:
The data shows even if the concentration of the lithium chloride produced by the Demo Plant is at the top of $SLI’s forecasted range, we calculate that the average TTM recovery rate for the Demo Plant was just 13%, a mere fraction of the 90% claimed by $SLI.
SLI just told LVVV, “Hold my beer.”
Posted on 11/18/21 at 9:18 am to Fe_Mike
Are they doing the calculations correctly? Hard to do the calculations on my phone. When I get back in my office I need to check their math.
Something seems off.
Something seems off.
Posted on 11/18/21 at 9:20 am to TigrrrDad
[/url][/img] Looks to me like they're intentionally throttling production. If they're not.... then why reinject 9k gallons? Any why seemingly limit production to 9k gallons?
This post was edited on 11/18/21 at 9:23 am
Posted on 11/18/21 at 9:23 am to SwampCollie
[/url] [url=https://geojsonlint.com/]google json checker[/url][/img]
Posted on 11/18/21 at 9:24 am to SwampCollie
It doesn't really look like the demo plant is operational just yet based on those numbers. That can have a lot of effect on the recovery rate. Most plants run best at full tilt. It looks like they are refining the process and doing some tweaking.
This post was edited on 11/18/21 at 9:30 am
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